HOLLOW POINT TRADING MARKET BRIEF
What this market video covers
This market doesn't go up on truth. Truth has no bid. And for 48 hours in July, the two loudest insiders in the AI trade told the truth anyway — one on live TV, one on a tape he didn't know would leak. JULY 1 — Palantir CEO Alex Karp walks onto CNBC's Squawk Box and calls frontier AI models "completely, irresponsibly oversold." Says enterprise CEOs…
Use this analysis as general education. Confirm current prices and conditions independently, define invalidation before entry, and size every position for the loss you can actually tolerate.